Vedatrak is a fully unlocked, web-accessible, modular CRM solution that helps you achieve virtually any customer management goal. This easy to use solution developed specifically for FileMaker helps you plan work, collect structured information about your clients, learn their needs and preferences and accumulate an organized record of your interactions. These activities serve to build longterm, prosperous relationships that will increase your customers' loyalty and your overall profitability.
Instant Web Publishing
Full IWP support allows users to
access and edit data from virtually any web browser without
purchasing and installing additional FileMaker Pro copies.
Modular Solution
Vedatrak is modular, meaning each
solution has only the functions you require. To simplify the search
for information, all modules are linked together. When additional
Vedatrak modules are purchased, they seamlessly integrate and begin
functioning immediately within the existing set.
Contacts Organization
The Contacts
module helps organize information for all of the contacts in your
database. Contacts can be grouped by type, like Staff or
Customers. Contacts can be connected to another contact
called a Parent contact for easy organization of individuals
within a company or organization. Working straight from the
customer's card, you can access data in any other linked module,
like completed and planned meetings, appointments, documents and
correspondence.
Customer Interaction Management
A complete interaction
history for each contact is accumulated within the program. This
information is accessible to all database users so that work can be
planned and tracked in the most effective manner possible.
Collecting this information will help you learn your customers'
needs and preferences and build relationships.
Handy Dashboard
The Dashboard
module is a personal workspace for each Vedatrak user. It provides
quick access to the most important information from other modules
like appointments, e-mails, contacts and documents.
Simple Time Management
Using the Calendar
module, each Vedatrak user can plan work by scheduling tasks and
appointments. Appointments can be assigned to any user in the
system and scheduled singly or on daily, weekly, monthly or yearly
cycles. Each user can elect to receive e-mail notifications for new
appointments and comments on existing appointments.
Correspondence Tracking
Mail
is used to carry out all correspondence. Each e-mail is associated
with a task, contact or document. Each user can filter
correspondence by task or contact and group messages by topic.
Sales Documents
Orders
and Invoices
modules support the sales process by tracking order history, costs
and payments while also simplifying invoicing. Invoices can be
created directly from any order. All associated sales documents for
an order can be easily accessed from any single document.
Products
The Products
module provides a centralized resource to organize your company's
products using different categories.
Files
Use the Files
module to attach documents in almost any area of Vedatrak.
Smart Links
Smart Links allow users to send database
links to other users by e-mail, any instant messenger or the
Messaging
module.
User Management
The Users
module allows administrators to manage users across all solution
files in one convenient location.
Multilingual Capabilities
MultiLang
comes complete with several preinstalled language sets. Using the
handy language editor, additional dictionaries can be easily
created at any time.
Customizable Appearance
The Themes
module can be used to change colors, button styles and icons.
Internal Instant Messaging
The Messaging
module provides an integrated messaging system for communication
between database users.
User Preferences
Each user can save individual User
Preferences.
Topic: 1 / 92 | Vedatrak 2.1 Online Help © 2006-2024 SUI Solutions info@suisolutions.com |